GF
PSA icon

Gries Financial’s Public Storage PSA Stock Holding History

Gries Financial’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.38M Buy
+4,775
New +$1.37M 0.22% 107
2024
Q1 		– Sell
-6,623
Closed -$2.02M – 280
2023
Q4 		$2.02M Buy
6,623
+27
+0.4% +$7.16K 0.44% 59
2023
Q3 		$1.74M Sell
6,596
-149
-2% -$41.8K 0.47% 62
2023
Q2 		$1.97M Buy
6,745
+43
+0.6% +$12.5K 0.54% 50
2023
Q1 		$2.02M Buy
+6,702
New +$1.97M 0.6% 49

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gries Financial's PSA Position: Q3 2025 in Review

Gries Financial opened a new position in Public Storage (PSA) in Q3 2025: 4,775 shares worth $1.38M. The stake represents 0.22% of the portfolio and ranks #107 among its holdings. This is a return to the name: Gries Financial previously reported a position in PSA as recently as Q4 2023.

Gries Financial first reported a position in PSA in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.02M in Q1 2023. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Gries Financial held 4,775 shares of Public Storage worth $1.38M as of Q3 2025.
  • Public Storage was a new Gries Financial position in Q3 2025.
  • Public Storage made up 0.22% of Gries Financial's portfolio in Q3 2025, its #107 holding.
  • Gries Financial first reported a position in Public Storage in Q1 2023 and has held it in 5 quarters since.
  • Gries Financial's Public Storage position peaked at $2.02M in Q1 2023.
  • 1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.